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《大行報告》高盛上調濠賭股目標價 料澳門今年賭收逾258億美元
阿思達克 01-12 15:09
高盛發表研究報告指,自澳門復批自由行簽證已過3個月,賭收持續溫和復甦,跌幅由8月及9月的95%及90%,收窄至12月66%,累計去年全年賭收跌79%至75億美元。日均旅客量亦由9月的1萬人升至最近的2.3至2.6萬人。考慮到香港目前仍然封關,而過去香港佔旅客量的三分一,目前賭收一半來自非香港相關的數字已回歸,主要來自高端中場(回復到之前一年45%-50%),其次是低端中場(回復約40%),之後是貴賓廳(回復約20%-25%)。

該行指,目前客量較預期為低,在政府仍強調以控制疫情為主的情況下,預期直至疫苗有效前,旅遊限制不會完全解除,意味著旅客復甦仍需時。賭收料有較快速復甦,因目前訪客均為核心賭客,而在其他國家開放前,澳門將是內地客唯一可以參與賭博的地方。

該行目前預期今年賭收258.93億美元,較2019年水平低28%,料明年行業才可回復至360億美元的水平,對行業維持樂觀,重申對澳博(00880.HK)「買入」(確信名單)評級,銀娛(00027.HK)、金沙(01928.HK)、新濠同樣給予「買入」評級,永利(01128.HK)、美高梅(02282.HK)評級則維持「中性」。

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